senior executives.
Your assets reflect your life, your career and your personal choices.
You seek to build, preserve and grow your wealth. We offer you our expertise in cross-border management as well as global, multidisciplinary and tailor-made wealth management, adapted to your career path and your professional and private objectives, in the short, medium and long term.
You live and work in Switzerland
Working in Switzerland, you want to optimise the performance of your international assets in their different currencies, diversify your investments, manage your stock options, invest in real estate, plan your retirement, or make succession plans.
You have just arrived in Switzerland
You have just arrived in Switzerland and are still unaccustomed to the local norms, such as legal and tax requirements or other such practicalities. You are looking for a reliable partner that can handle all aspects of your wealth management across borders.
You plan to leave Switzerland and/or retire
You are looking for a partner to support your transition and handle all the elements of your wealth management. This includes any implications of the move - especially taxation. It may involve changing your country of residence or preparing for your retirement, and all of the related wealth planning activities.
Proven expertise in cross-border wealth management
We are experts in cross-border management, especially when your income, expenses and wealth is in different currencies. We offer a personalised service at every stage of your life, maximising value whilst seeking to preserve performance and manage risk in an international context. We can assist you in managing and anticipating all the consequences, particularly in regards to taxation1, or moving home in Switzerland or abroad. We can also set up tailor-made management of your vested benefits, help you manage your supplementary pension assets under bel étage plans using partner pension funds, and advise you on related buyback opportunities.
A global, tailored approach of your wealth
We want to be the custodian and manager of your private assets and your partner in any considerations and decisions related to your overall wealth. After all, these aspects are all connected. Addressing your financial and entire wealth situation is the only way that we can generate returns and optimise the structure of your wealth, especially your taxation, pension provision and liquidity needs.
An experienced banker as a single point of contact over the long term
Lombard Odier offers tailor-made services provided by a dedicated banker. Our bankers are surrounded by a team representing all of the professions and experience needed to provide global support. This includes wealth planning experts, portfolio managers, investment advisors, and custody service and financial reporting specialists. In this way, all aspects of your wealth (financial, real estate, equity interests) are interconnected.
A truly international local bank
With more than 25 offices worldwide, and five in Switzerland, we can support your international activities and projects, thanks to our network of internal experts, including investment specialists and wealth planners.
1 Bank Lombard Odier & Co Ltd does not provide tax advice. Clients requiring tax advice should consult an independent tax advisor.
